Salesforce Certified Platform Sharing and Visibility Architect Preparation Details
The Salesforce Certified Platform Sharing and Visibility Architect exam validates your ability to design secure, scalable security and sharing models on the Salesforce Platform. This guide maps every domain and objective from the official exam outline to verified Salesforce documentation.
Whether you are architecting object permissions, record access strategies, or enterprise-scale sharing solutions, this guide gives you a structured path through the material. You can also explore more Salesforce certification study guides on the Salesforce Certification to keep building your skills.
Salesforce Certified Platform Sharing and Visibility Architect Materials
| Coursera | Salesforce Data Architecture and Integration |
| Udemy | Platform Sharing and Visibility Architects Exams |
| Whizlabs | Certified Sharing and Visibility Architect Course |
Permissions to Standard Objects, Custom Objects, and Fields: 27%
Given a scenario, recommend the right level of object permissions needed to provide the appropriate access to a set of users.
Enable Object Permissions in Permission Sets
Edit Object Permissions in Profiles
“View All” and “Modify All” Permissions Overview
Given a scenario, recommend the correct level of field permissions needed to provide the appropriate access to a set of users.
Set Field-Level Security for a Field on Permission Sets
Set Field-Level Security for a Field on All Permission Sets
Ways to Control User Access to Fields
Given a scenario, recommend the appropriate mechanism to hide data at the user interface level.
Ways to Control User Access to Fields
Users see fields in list views that are hidden in the page layout
User Interface Elements for the Enhanced Page Layout Editor
Given a scenario, determine the appropriate access controls to protect sensitive data (for example, PCI, PII, or HIPAA).
Strengthen Your Data’s Security with Shield Platform Encryption
Set Field-Level Security for a Field on Permission Sets
Enable Object Permissions in Permission Sets
Given a scenario, recommend the appropriate programmatic solution to ensure security settings are enforced.
Enforce Object and Field Permissions
Set an Access Mode for Database Operations
Enforce Security with the stripInaccessible Method
Access to Records: 39%
Given a set of conditions, recommend the appropriate organization-wide defaults to restrict access to records.
Organization-Wide Sharing Defaults
Set Your Internal Organization-Wide Sharing Defaults
Set Your External Organization-Wide Sharing Defaults
Organization-Wide Default Access Settings
Given a set of conditions, recommend a solution that leverages the role hierarchy to support the record access requirements.
Controlling Access Using the Role Hierarchy
Best Practices for Optimizing Sharing Performance
Given a set of conditions, determine how sharing rules can be implemented to support the record access requirements.
Create Owner-Based Sharing Rules
Create Criteria-Based Sharing Rules
Sharing and Record Access Features
Given a set of conditions, determine how groups can support the record access requirements.
Sharing with Public Groups vs. Personal Groups in Salesforce
Given a set of conditions, determine how teams can support the record access requirements.
Collaborate on Accounts by Using Teams
Opportunity Teams and Opportunity Splits
Given a set of conditions, determine the correct object relationships that support record access sharing requirements.
Sharing and Record Access Features
Given a set of conditions, determine how programmatic sharing supports the record access requirements.
Understanding Apex Managed Sharing
Given a set of conditions, determine what sharing mechanism is appropriate to share records with External Users.
Sharing and Record Access Features
Create a Sharing Set for Experience Cloud Site Users
Given a set of conditions, determine how record access overrides support the record access requirements.
Controlling Access Using the Role Hierarchy
Set Up Record Access for Your Users
Access to Other Data: 16%
Given a scenario, determine the appropriate access control needed to grant access to data that is not standard or custom objects.
Access Levels for Report and Dashboard Folders
User Permissions for Sharing Reports and Dashboards
Implications of Security Model Choice: 18%
Given a scenario, determine the scalability implications of the sharing solution.
Introduction | Designing Record Access for Enterprise Scale
Best Practices for Optimizing Sharing Performance
Given a set of conditions, determine the license limitations that will impact the intended sharing solution.
Given a set of conditions, determine how to test the sharing model.
View Which Users Have Access to Your Records in Salesforce Classic
Wrapping Up Salesforce Certified Platform Sharing and Visibility Architect
This guide walked through every domain of the Salesforce Certified Platform Sharing and Visibility Architect exam, from object and field permissions to enterprise-scale sharing design. Use the linked documentation to reinforce your hands-on experience before exam day.
You can also explore more Salesforce certification study guides on the Salesforce Certification to keep building your skills. Have a question or tip? Leave a comment below.
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